Fourth-Dimension-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  "RY",
  null,
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  null,
  null,
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  "O",
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "NUE",
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  null,
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  "BA",
  "BAH",
  null,
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  "AI",
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  "CHE",
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  "MO",
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 630
Total Value: 114283391
Accession Number: 0002056691-25-000002
Form Type: 13F-HR
CIK: fourth-dimension-wealth
Manager Name: Fourth-Dimension-Wealth

Data Enrichment

74% identified

467 identified163 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

630 positions • $114.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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025072323

Shares:31.0K

Value:$1.5M

% of Portfolio:1.3% ($1.5M/$114.3M)

81369Y506

Shares:13.9K

Value:$1.3M

% of Portfolio:1.1% ($1.3M/$114.3M)

78464A367

Shares:49.6K

Value:$1.1M

% of Portfolio:1.0% ($1.1M/$114.3M)

46432F834

IXUS|46432F834

Shares:15.5K

Value:$1.1M

% of Portfolio:0.9% ($1.1M/$114.3M)

81369Y886

Shares:13.0K

Value:$1.0M

% of Portfolio:0.9% ($1.0M/$114.3M)

46431W838

Shares:18.7K

Value:$938.2K

% of Portfolio:0.8% ($938.2K/$114.3M)

464287804

IJR|464287804

Shares:8.9K

Value:$932.2K

% of Portfolio:0.8% ($932.2K/$114.3M)

97717Y527

Shares:17.6K

Value:$884.8K

% of Portfolio:0.8% ($884.8K/$114.3M)

78464A508

SPYV|78464A508

Shares:17.3K

Value:$883.6K

% of Portfolio:0.8% ($883.6K/$114.3M)

46641Q654

Shares:16.9K

Value:$859.1K

% of Portfolio:0.8% ($859.1K/$114.3M)

464288588

Shares:8.6K

Value:$804.8K

% of Portfolio:0.7% ($804.8K/$114.3M)

46434G103

IEMG|46434G103

Shares:14.6K

Value:$789.4K

% of Portfolio:0.7% ($789.4K/$114.3M)

Alphabet Inc.

GOOGL|02079K305

Shares:5.0K

Value:$774.6K

% of Portfolio:0.7% ($774.6K/$114.3M)

00039J202

Shares:28.7K

Value:$718.9K

% of Portfolio:0.6% ($718.9K/$114.3M)

92206C409

Shares:9.0K

Value:$709.7K

% of Portfolio:0.6% ($709.7K/$114.3M)

81369Y860

Shares:15.9K

Value:$664.6K

% of Portfolio:0.6% ($664.6K/$114.3M)

47103U852

Shares:14.6K

Value:$659.8K

% of Portfolio:0.6% ($659.8K/$114.3M)

922908595

VBK|922908595

Shares:2.6K

Value:$651.8K

% of Portfolio:0.6% ($651.8K/$114.3M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:6.2K

Value:$631.9K

% of Portfolio:0.6% ($631.9K/$114.3M)

Walmart Inc.

WMT|931142103

Shares:7.2K

Value:$629.9K

% of Portfolio:0.6% ($629.9K/$114.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip025072323)✕	31.0K	QoQ -34.89% (-16.6K) YoY-	All Managers (Combined)	$1.5M	1.3% ($1.5M/$114.3M)	QoQ -42.03% (-$1.1M) YoY-
(cusip81369Y506)✕	13.9K	QoQ -40.71% (-9.5K) YoY-	All Managers (Combined)	$1.3M	1.1% ($1.3M/$114.3M)	QoQ -35.88% (-$724.7K) YoY-
(cusip78464A367)✕	49.6K	QoQ +41.86% (+14.6K) YoY-	All Managers (Combined)	$1.1M	1.0% ($1.1M/$114.3M)	QoQ +44.03% (+$342.2K) YoY-
(IXUScusip46432F834)	15.5K	QoQ NEW(+15.5K) YoY-	All Managers (Combined)	$1.1M	0.9% ($1.1M/$114.3M)	QoQ NEW(+$1.1M) YoY-
(cusip81369Y886)✕	13.0K	QoQ -0.86% (-114) YoY-	All Managers (Combined)	$1.0M	0.9% ($1.0M/$114.3M)	QoQ +3.23% (-$32.1K) YoY-
(cusip46431W838)✕	18.7K	QoQ +0.35% (+66) YoY-	All Managers (Combined)	$938.2K	0.8% ($938.2K/$114.3M)	QoQ +0.93% (+$8.7K) YoY-
(IJRcusip464287804)	8.9K	QoQ +299.01% (+6.7K) YoY-	All Managers (Combined)	$932.2K	0.8% ($932.2K/$114.3M)	QoQ +262.12% (+$674.7K) YoY-
(cusip97717Y527)✕	17.6K	QoQ NEW(+17.6K) YoY-	All Managers (Combined)	$884.8K	0.8% ($884.8K/$114.3M)	QoQ NEW(+$884.8K) YoY-
(SPYVcusip78464A508)	17.3K	QoQ +8.94% (-1.4K) YoY-	All Managers (Combined)	$883.6K	0.8% ($883.6K/$114.3M)	QoQ -0.02% (-$261) YoY-
(cusip46641Q654)✕	16.9K	QoQ +0.45% (+77) YoY-	All Managers (Combined)	$859.1K	0.8% ($859.1K/$114.3M)	QoQ +0.73% (+$6.3K) YoY-
(cusip464288588)✕	8.6K	QoQ -4.16% (-373) YoY-	All Managers (Combined)	$804.8K	0.7% ($804.8K/$114.3M)	QoQ -1.96% (-$16.1K) YoY-
(IEMGcusip46434G103)	14.6K	QoQ +4.95% (+690) YoY-	All Managers (Combined)	$789.4K	0.7% ($789.4K/$114.3M)	QoQ +8.46% (+$61.6K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	5.0K	QoQ +8.56% (-395) YoY-	All Managers (Combined)	$774.6K	0.7% ($774.6K/$114.3M)	QoQ -12.26% (-$108.3K) YoY-
(cusip00039J202)✕	28.7K	QoQ +22.20% (+5.2K) YoY-	All Managers (Combined)	$718.9K	0.6% ($718.9K/$114.3M)	QoQ +22.88% (+$133.9K) YoY-
(cusip92206C409)✕	9.0K	QoQ -0.14% (-13) YoY-	All Managers (Combined)	$709.7K	0.6% ($709.7K/$114.3M)	QoQ +1.04% (-$7.4K) YoY-
(cusip81369Y860)✕	15.9K	QoQ +11.62% (+1.7K) YoY-	All Managers (Combined)	$664.6K	0.6% ($664.6K/$114.3M)	QoQ +14.86% (+$86.0K) YoY-
(cusip47103U852)✕	14.6K	QoQ -89.56% (-125.3K) YoY-	All Managers (Combined)	$659.8K	0.6% ($659.8K/$114.3M)	QoQ -89.32% (-$5.5M) YoY-
(VBKcusip922908595)	2.6K	QoQ -0.49% (-13) YoY-	All Managers (Combined)	$651.8K	0.6% ($651.8K/$114.3M)	QoQ -10.55% (-$76.9K) YoY-
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	6.2K	QoQ -3.83% (-245) YoY-	All Managers (Combined)	$631.9K	0.6% ($631.9K/$114.3M)	QoQ -18.20% (-$140.6K) YoY-
Walmart Inc.(WMTcusip931142103)	7.2K	QoQ -0.05% (-4) YoY-	All Managers (Combined)	$629.9K	0.6% ($629.9K/$114.3M)	QoQ -2.88% (-$18.7K) YoY-